Connect Shopify to Microsoft Dynamics CRM with LeadsBridge

1. Head over to the left sidebar and click on Bridges
2. You'll be taken to the Bridges section of your account
3. Click on the Add New button
4. You'll be taken to the first step of the bridge creation

1. Choose a name for your bridge (this will only be visible inside LeadsBridge)
2. You may add labels to help you identify your bridge later
3. Choose Shopify as the source for your bridge
4. Choose Microsoft Dynamics CRM as the destination
5. Click on the Next button

1. Type in the name you'd like to call your integration
2. Select the segmentation concept you'd like to use
3. Click on the Authorize button
5. Login to the account you'd like to use
6. Allow LeadsBridge to access your Shopify information
7. Once done you'll be taken back to the bridge with a blue info success message
8. Click on the Next button

1. Type in the integration's name in the dedicated field
2. Enter Username, Password and CRM URL to connect Microsoft Dynamics CRM with LeadsBridge
3. Click Authorize and you’ll be redirected to Microsoft's site, where you should grant the access permission.
   
4. Select the segmentation concept you'd like to use from the dropdown
5. Click on the Authorize button
7. Login to the account you'd like to use
8. Allow LeadsBridge to access your Microsoft Dynamics CRM information
9. You'll see the blue info success message at the top right of your screen
10. Click on the Next button
11. You'll now be able to select the destination segment to send your leads to
12. You may choose to receive an email receipt for each incoming lead.
    • Type the address(es) where you'd like to receive the receipt
    • You may also modify the Subject line of the email
13. Click on the Next button

Here you'll be able to map your source information with your destination fields.

You'll see a field name with the destination integration's logo at the top, this indicates the name of the field on Microsoft Dynamics CRM.

Underneath there's a box where you may add the information you'd like to send.

• Check each of the Microsoft Dynamics CRM fields available
• Match the information you wish to pass along from Shopify
• You may type the information manually and pass them as a static value
• Use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on
• You may also leave blank the box of a field's information you don't want to send through

Custom Fields

1. If you'd like to add more fields, just look at the bottom of the page
2. Head over the "Don't find a CRM custom field?" box
3. Select the field you'd like to add from the dropdown list
4. Click the Add Custom Field button
6. The field will appear above
7. Add the desired information, as you did with the other ones

Once accomplished your desired outcome, just click Next and head to the last step.

In this final step, you'll be able to send a lead from LeadsBridge to test if the configuration works properly.

1. To create a new test lead, fill in the required information when prompted
2. Click Test Now
3. To test with a real lead, switch the toogle to "Test with existing lead".
4. Click Sync Now along the lead you'd like to send
5. If you did everything right the button will turn green, meaning your lead was synced successfully and the integration is ready
6. Click Finish to save your settings and turn active your bridge